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Discussions

These discussion pieces highlight some of the key pages in the Guide to Retirement and provide important talking points to client conversations around relevant retirement and investment themes.

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Protecting retirement portfolios from inflation

Discuss the importance of a broadly-diversified, risk-controlled approach to hedge the future effects of inflation on retirement portfolios.
Economic Expansions and Recessions
Risk-averse clients may be tempted to overweight conservative assets that have barely kept pace with inflation
 
  • Due to rising life expectancies, many retirement-age investors have long time horizons to pursue the inflation-beating potential of stocks.
  • Individual asset classes respond differently to rising and falling inflation. Together, they may offer more protection and consistency than any one asset alone.
  • Inflation-sensitive assets to consider for managing inflation include commodities, TIPs, real estate and equities related to natural resources and infrastructure.
Discussion Slides
Older individuals experience higher inflation
Spending and inflation
Major asset classes vs. inflation

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